AUMdb

Sew Eurodrive, Inc. Profit Sharing/401(k) Retirement Plan

Sponsored by Sew Eurodrive, Inc. · EIN 310870891 · Plan #001

Total assets
$238M
Net assets
$238M
Active participants
1,062
With balances
1,212

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $126,117
Northwestern Mutual Wealth Mgmt Investment advisory (plan), Direct payment from the plan $59,942
Creative Planning Llc Investment advisory (participants), Direct payment from the plan $13,616